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Investing
No you can't delete the 2021 info that transferred over. And you should not copy your return to change it to be for him. That probably won't work. You can't find all the things to delete about your return.
Sorry no, you can't transfer just part of a return. Maybe you can import his stock trades from the brokers. You really should start his return as a brand new return, go up to FILE - NEW.
Have him enter all the tax info and trades. Be a good learning experience. Be sure on his return he checks the box that says he can be claimed on someone else’s return.
October 20, 2023
5:19 PM